Interact to see
Advertisement
Advertisement
MBERX vs RLBAX
MBERX vs RLBAX Comparison
Open Charts MBERX vs RLBAX
NYLI Balanced Class R6
Price$32.29
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets449.4M
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MBERX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBERX vs. RLBAX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MBERX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. MBERX (449M). MBERX pays higher dividends than RLBAX: MBERX (2.24) vs RLBAX (1.15). MBERX was incepted earlier than RLBAX: MBERX (8 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). MBERX has a lower initial minimum investment than RLBAX: MBERX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. MBERX (3.62). RLBAX return over 5 years is better than : 35.40 vs. MBERX (16.53).
| MBERX | RLBAX | MBERX / RLBAX | |
| Total Expense Ratio | 0.74 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.31 | 56% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 7.519 | 10.805 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 259B | 0% |
| Annual Yield % from dividends | 2.24 | 1.15 | 195% |
| Returns for 1 year | 3.62 | 9.12 | 40% |
| Returns for 3 years | 22.14 | 37.15 | 60% |
| Returns for 5 years | 16.53 | 35.40 | 47% |
| Returns for 10 years | N/A | 67.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CEE | 16.26 | 0.36 | +2.26% |
| Central and Eastern Europe Fund (The) | |||
| UWM | 44.96 | 0.46 | +1.03% |
| ProShares Ultra Russell2000 | |||
| PSCU | 56.46 | 0.03 | +0.05% |
| Invesco S&P SmallCap Ult & Comnc Svc ETF | |||
| ASMF | 22.65 | -0.05 | -0.22% |
| Virtus AlphaSimplex Managed Futures ETF | |||
| FNCL | 75.63 | -1.23 | -1.60% |
| Fidelity MSCI Financials ETF | |||